Private Wealth Investment Advisor & Relationship Lead

711 MS Smith Barney, LLC; Menlo Park (CA); Presencial; USD 75.000 - 125.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team in Menlo Park to develop and manage client relationships. You’ll provide individualized investment consulting, collaborate with Financial Advisor teams, and leverage the firm’s wealth-building resources to meet clients’ goals.

Responsibilities include advising clients, analyzing investments, maintaining relationships, and delivering client seminars.

Formación

• Minimum of bachelor’s degree or comparable professional certification required.
• Active Series 7, 63 and must maintain investment adviser registration in their place of business state.
• At least 5 years of business experience and proven success in a previous career.
• Minimum of 5 years FINRA Registration preferred.

Responsabilidades

• Advise clients in accordance with the Team's agreed upon strategy.
• Analyze investment opportunities and client needs, and recommend appropriate strategies.
• Maintain and develop client relationships by developing strategies to meet their financial goals.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.

Conocimientos

Financial industry knowledge

Client communication

Presentation skills

Regulatory compliance knowledge

Educación

Bachelor's degree or higher

Descripción del empleo

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team in Menlo Park to develop and manage client relationships. You’ll provide individualized investment consulting, collaborate with Financial Advisor teams, and leverage the firm’s wealth-building resources to meet clients’ goals.

Responsibilities include advising clients, analyzing investments, maintaining relationships, and delivering client seminars.